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Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
Lodestone Wealth Management
Washington
$329K +$2.33K +8 +0.8%
RMAM
1702
Raab & Moskowitz Asset Management
New Jersey
$328K -$399K -1,373 -56%
QCIG
1703
Quad-Cities Investment Group
Iowa
$327K +$291 +1 +0.1%
CWM
1704
Curi Wealth Management
North Carolina
$327K -$6.68K -23 -2%
GLLW
1705
Graves Light Lenhart Wealth
Virginia
$326K +$307K +1,058 New
MFT
1706
Moisand Fitzgerald Tamayo
Florida
$326K – – –
AWC
1707
Abundance Wealth Counselors
Pennsylvania
$326K +$29.1K +100 +10%
AP
1708
Adero Partners
California
$325K +$64.8K +223 +27%
FL
1709
Fort LP
Maryland
$324K -$13.1K -45 -4%
RCM
1710
Raleigh Capital Management
North Carolina
$324K +$31.7K +109 +12%
QPWM
1711
Quadrant Private Wealth Management
Pennsylvania
$322K +$5.52K +19 +2%
EBA
1712
Eagle Bay Advisors
New York
$315K -$2.91K -10 -1%
SLG
1713
Stanley-Laman Group
Pennsylvania
$314K -$9.3K -32 -3%
OFS
1714
OneAscent Financial Services
Alabama
$313K +$295K +1,015 New
SPC
1715
Stewart & Patten Company
California
$313K -$1.16K -4 -0.4%
CC
1716
Callan Capital
California
$311K – – –
CFA
1717
Cahill Financial Advisors
Minnesota
$310K +$3.2K +11 +1%
PAM
1718
Private Asset Management
California
$309K -$4.36K -15 -1%
DCM
1719
Deuterium Capital Management
Florida
$309K +$291K +1,002 New
GAA
1720
Green Alpha Advisors
Colorado
$309K – – –
BAM
1721
Brave Asset Management
New Jersey
$309K – – –
FPA
1722
First Pacific Advisors
California
$309K – – –
RC
1723
RBF Capital
California
$309K – – –
PMG
1724
Private Management Group
California
$308K +$9.59K +33 +3%
TA
1725
TKG Advisors
Indiana
$308K +$290K +999 New
67 68
69
70 71